Unclaimed
Peter Degiralamo is an active financial advisor working with Wells Fargo Advisors Financial Network, LLC. Peter has over 50 years of experience in the financial services industry. He is registered to provide investment advice in 16 states and holds several securities licenses, including Series 63, Series 7TO, SIE, Series 15, PC, and Series 1. Peter is currently based in Warren, NJ and has a history of working in Short Hills, NJ. A. G. Edwards & Sons, Inc., L. F. Rothschild, Unterberg, Towbin, Merrill Lynch, Pierce, Fenner & Smith, Inc., and Wells Fargo Advisors, LLC are among Peter's previous employers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/16/2010 - Present
Wells Fargo Advisors Financial Network, LLC (WARREN NJ)
NJ
01/01/2008 - 04/16/2010
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NJ
08/25/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
NA
08/10/1977 - 08/20/1984
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
01/02/1973 - 09/18/1977
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 08/06/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1982
Series 15 - Foreign Currency Options Examination
BC
Issued 01/17/1978
PC - AMEX Put and Call Exam
BC
Issued 12/20/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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